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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
326
NorthRock Partners
Minnesota
$424K
GT
327
Greenleaf Trust
Michigan
$416K
FFA
328
Farther Finance Advisors
California
$416K
MCM
329
Mill Capital Management
North Carolina
$413K
IRC
330
Investors Research Corp
Georgia
$412K
EF
331
Empowered Funds
Pennsylvania
$407K
Toronto Dominion Bank
332
Toronto Dominion Bank
Ontario, Canada
$405K
William Blair & Company
333
William Blair & Company
Illinois
$402K
ECM
334
Evergreen Capital Management
Washington
$396K
PD
335
Point72 (DIFC)
United Arab Emirates
$395K
IP
336
Intellectus Partners
California
$393K
GIA
337
Gateway Investment Advisers
Ohio
$392K
HFP
338
Holistic Financial Partners
Indiana
$388K
VFA
339
Valeo Financial Advisors
Indiana
$388K
PCIA
340
Prime Capital Investment Advisors
Kansas
$387K
SB
341
Strategic Blueprint
Georgia
$384K
GC
342
Grimes & Company
Massachusetts
$383K
MFG
343
Merit Financial Group
Georgia
$379K
SOW
344
State of Wyoming
Wyoming
$379K
MIC
345
Meridian Investment Counsel
California
$379K
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$375K
JWCA
347
J.W. Cole Advisors
Florida
$373K
CL
348
Choreo LLC
Illinois
$372K
KPWS
349
Kestra Private Wealth Services
Texas
$371K
URS
350
Utah Retirement Systems
Utah
$363K